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Retirement tax questions
Read the definition of AOB in the reference you provided or in CFR 1.408-11. The $5,000 deposited later, but prior to the return of contribution, must be added to the $10,000 originally contributed. By not accounting for that $5,000 in the AOB, the $5,000 is treated as investment gain (which it is not).
‎December 24, 2022
10:08 AM